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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
226
Stokes & Hubbell Capital Management
Louisiana
$262K +$280K +2,700 New
GLRA
227
Gerald L. Ray & Associates
Texas
$259K -$72.6K -700 -21%
EWMCB
228
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$253K – – –
BFPW
229
BOK Financial Private Wealth
Colorado
$250K – – –
WFG
230
Wills Financial Group
Virginia
$248K +$35.8K +345 +18%
CFSG
231
Community Financial Services Group
Vermont
$246K – – –
CCA
232
Checchi Capital Advisers
California
$242K -$8.72K -84 -3%
NAMP
233
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239K +$4.67K +45 +2%
SC
234
SouthState Corp
Florida
$229K -$10.7K -103 -4%
PFA
235
Paradigm Financial Advisors
Missouri
$228K +$245K +2,359 New
DPI
236
Diversified Portfolios Inc
Michigan
$226K – – –
RMCM
237
Reynders McVeigh Capital Management
Massachusetts
$223K -$37.4K -360 -14%
WCM
238
Wealthcare Capital Management
Virginia
$217K – – –
NFG
239
Next Financial Group
Texas
$216K -$6.23K -60 -3%
SFS
240
Strategic Financial Services
New York
$215K +$230K +2,217 New
ST
241
Sageworth Trust
Pennsylvania
$213K – – –
LFA
242
Landmark Financial Advisors
Kentucky
$204K – – –
CANC
243
Culbertson A N & Co
Virginia
$204K +$219K +2,108 New
BAC
244
Boys Arnold & Co
North Carolina
$203K +$218K +2,100 New
BB
245
Bell Bank
North Dakota
$201K – – –
WA
246
WBH Advisory
Maryland
$201K +$216K +2,083 New
VNA
247
Valley National Advisers
Pennsylvania
$200K – – –
Barclays
248
Barclays
United Kingdom
$191K – – –
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$186K – – –
JA
250
JOYN Advisors
Georgia
$186K – – –